Q3 2022 Holdings
Filed 2022-11-14 | 69 holdings | $5.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(FALN) | FALN ANGLS USD | 46435G474 | $1.6K | 65,863 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.6K | 3,204 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $1.7K | 12,230 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.9K | 10,524 | 0.0% |
| Schwab Strategic TR(SCHJ) | 1 5YR CORP BD | 808524714 | $2.0K | 44,001 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $2.2K | 12,299 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $2.3K | 8,008 | 0.0% |
| Enbridge Inc(ENB) | COM | 29250N105 | $2.3K | 62,560 | 0.0% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $2.4K | 33,096 | 0.0% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $2.4K | 63,495 | 0.0% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $3.0K | 32,920 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.1K | 13,379 | 0.1% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $5.5K | 124,643 | 0.1% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $6.4K | 80,968 | 0.1% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $8.1K | 356,552 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $8.2K | 22,736 | 0.1% |
| Carmax Inc(KMX) | COM | 143130102 | $1.0M | 15,729 | 18.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.4M | 12,698 | 25.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.1M | 32,613 | 54.9% |